Efficient month-end reporting in CRMs

Graphs for Zoho Reporting

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Imagine that your month-end reporting involved zero preparation time?

A recent Adept Cloud project was to develop a CRM system to manage a financial service business’s everyday business processes. Using the data poured into their system we utilised Zoho CRM’s Analytics reporting dashboards to produce data models (each of these linking directly into the company’s data – meaning that reporting is automatically refreshed on a minute by minute basis).

These powerful dashboards can also be viewed on any modern computer, laptop, tablet or mobile – perfect for remote working!

If you’re interested in hearing more about data modelling and reportage, please get in touch!

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